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CWIEX vs JORRX
CWIEX vs JORRX Comparison
Open Charts CWIEX vs JORRX
American Funds Capital World Gr&Inc 529E
Price$72.74
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Janus Henderson Global Select R
Price$20.17
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORRX Comparison Chart in %
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CWIEX vs. JORRX commentary
Aug 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIEX is a StrongBuy and JORRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. JORRX (3.01B). CWIEX pays higher dividends than JORRX: CWIEX (1.25) vs JORRX (0.59). CWIEX was incepted earlier than JORRX: CWIEX (24 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than CWIEX (1.00). JORRX is a more actively managed with annual turnover of: 36.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORRX: CWIEX (250) vs JORRX (2500). CWIEX annual gain was more profitable for investors over the last year : 10.35 vs. JORRX (4.89). CWIEX return over 5 years is better than : 46.23 vs. JORRX (29.06).
| CWIEX | JORRX | CWIEX / JORRX | |
| Total Expense Ratio | 1.00 | 1.57 | 64% |
| Annual Report Gross Expense Ratio | 1.00 | 2.98 | 34% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 15.933 | 14.084 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,551% |
| Annual Yield % from dividends | 1.25 | 0.59 | 211% |
| Returns for 1 year | 10.35 | 4.89 | 212% |
| Returns for 3 years | 49.90 | 30.70 | 163% |
| Returns for 5 years | 46.23 | 29.06 | 159% |
| Returns for 10 years | 93.20 | 61.07 | 153% |
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